Tucker Asset Management’s Global X US Preferred ETF PFFD Stock Holding History

Tucker Asset Management’s Portfolio PFFD Stock Details PFFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-43	Closed	-$834	–	1509
2023 Q2	$834	Sell	43 -216	-83%	-$4.19K	﹤0.01%	992
2023 Q1	$5.14K	Buy	259 +216	+502%	+$4.44K	﹤0.01%	693
2022 Q4	$833	Hold	43	–	–	﹤0.01%	663
2022 Q3	$844	Hold	43	–	–	﹤0.01%	689
2022 Q2	$912	Sell	43 -178	-81%	-$3.86K	﹤0.01%	537
2022 Q1	$5.19K	Buy	+221	New	+$5.29K	﹤0.01%	313

Other funds holding PFFD

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Tucker Asset Management's PFFD Position: Q3 2023 in Review

Tucker Asset Management sold out of Global X US Preferred ETF (PFFD) in Q3 2023, closing a stake of 43 shares — an estimated $834 sold.

Tucker Asset Management first reported a position in PFFD in Q1 2022 and held it in 6 quarters. The position peaked at $5.19K in Q1 2022. 238 funds tracked by Wall St. Rank hold PFFD as of Q3 2023.

Tucker Asset Management reported no remaining Global X US Preferred ETF position as of Q3 2023 after selling out during the quarter.
Tucker Asset Management sold 43 Global X US Preferred ETF shares in Q3 2023, an estimated $834.
Tucker Asset Management first reported a position in Global X US Preferred ETF in Q1 2022 and held it in 6 quarters.
Tucker Asset Management's Global X US Preferred ETF position peaked at $5.19K in Q1 2022.
238 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2023.

Based on Tucker Asset Management's 13F filing for Q3 2023, filed 4 Dec 2023.